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Skip Remarks Prompt When Marking Rental Quote as Lost

This feature lets you bypass the mandatory Reason/Remarks dialog when marking a Rental Quote as "Lost," simplifying the process when that information isn't needed in R2.

A flag is introduced at the Employee Defaults settings

  • Flag Name: Prompt for remarks when Quote is marked as Lost

  • Location: Employee > Defaults> Account > Orders > General

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System Behavior Based on Setting

Flag Status

System Behavior

Enabled

Remarks dialog appears

image-20250611-105325.png

Disabled

Remarks dialog is skipped. Quote is marked as Lost without prompting.

Behavior when creating a new Defaults Group

  • If no Defaults Group is selected:

    • Flag status is copied from the System Defaults group.

  • If a Defaults Group is selected:

    • Flag status is copied from the highlighted group.

Behavior on Upgrading and New Installation

  • It will be selected by default

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